Objective:

• Clients are complaining about their invoice outstanding balance being combined. It is hard to figure out the total owed when you have 3 matters and they are combined. Can I make it so the matters do not combine outstanding balances?

Environment:

• Clio Manage

Additional Information:

Yes, you can do so by adjusting the bill themes, as well as making sure that you are generating the bill for the specific Matter and not generating a multi-Matter bill. 

If the Bill is Multi-Matter please read this article: Why Is the Outstanding Balance Amount on a Bill Larger Than I Expect?

Answer:

To only show the Total Outstanding Balance for a single Matter of a client:

1. Go to Settings and select Billing
2. Select the Bill Themes sub-tab
3. Select the Bill Theme you would like to edit
4. Select Statement of Accounts
5. Select Detail of Accounts
6. Select Show Detailed Statement 
7. Un-check Include all Clients' Matters